5.Batchwise Details in Tally.ERP9

Batchdetailsare usedtoidentifythe movementof inventory in batchesor lots. Although this is a requirementprimarilyofthe pharmaceutical industry,thesamecan be used by otherindustriesthatmaintain or manufacture perishable goods. Manyorganisations alsopurchase in batchesin order to monitor the result of the batch purchased individually. Hence, Tally.ERP 9has used the term Batch/Lot.

Batches/Lotsarealsooftenused to monitor the date of manufacture, date of receipt or the date of expected time whenit cannot be further used (perished or expired). Tally.ERP 9 makes provisions to enter both the manufacturing date and the expiry date to take decisions as required.

In this section the following topics are discussed :

‡Activate Batch-wise Details and enter vouchers using them.

‡Set Manufacturing Date & Expiry Date for Batches.

5.1. Activating Batch-wise Details

Batch-wisedetailsaregivenformaintaining batchinformation pertaining to stock items. The Man- ufacturing date and expiry date can also be set for batch wise details.

To activate Batchwise Details,

Go to Gateway of Tally > press F11: Features (Inventory Features).

‡Set Maintain Batch-wise details and set Expiry Dates for Batches to Yes.

5.2. Using Batchwise Details in Purchase Invoice

On15-12-09,purchasedSaridon-250 nos from GetWell Pharmacy@ 5.50 each with batch number ST/101 having Manufacturing date as 15-8-2009and Expiry Date as 14-8-2010.

Setup:

‡CreateGetWell PharmacyLedger under Sundry Creditors

‡Create the followingStock Item

„Name: Saridon

„Under: Medicines(create the groupunder primary)

„Category: Pain Killers (create the category under primary).

„Maintain in Batches: Yes.

„Track date of Mfg: Yes

„Use expiry dates: Yes

„Alter Standard Rates: No

„Rate of Duty: 5

„Retain all the other fields as default and accept the stock item creation screen.

‡Youmaynotbe able to displaythe batchST/102,use backspacekey and go back to theinvoice screenand changethe invoice dateto 31-12-2009.

Tally.ERP 9 displays the batch ST/102 as shown below :

Tally.ERP9doesnotdisplaybatch ST/102 when we make the entry on 1-1-2010 because theexpirydateofST/102was 31-12-2009. But whenwe changedthe entry date to31-12-2009 the batchisdisplayed!Thisis because the optionHonor ExpiryDates usage forBatches is set toYes in the F12: Configuration.

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